

Surveillance: Cathie Wood on Investing
Sep 20, 2023
Cathie Wood, ARK Invest CEO & CIO, discusses Ark acquiring Rize ETF. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, doesn't see inflation falling to the Fed's 2% mandate. Elsa Lignos, RBC Global Head of FX Strategy, says we can get to EUR-USD parity. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says China is exporting deflation and goods prices to the rest of the world.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Investment Strategy, Innovation, and Interest Rates
01:55 • 5min
Career at Capital Group and Investing Approach for Transformative Companies
07:22 • 4min
Current Economic Environment and Investment Decisions
10:58 • 7min
The Impact of Energy Prices on Inflation
17:33 • 8min
A Conversation and Introduction to 'The Restless Ones' Podcast
25:51 • 2min
Expectations for Jerome Powell's Speech and Interest Rates
27:39 • 6min
Speculating on the Dot Plot and Economic Outlook for 2024
33:34 • 2min